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Overview

Security on the source connection record is used to set who has access to the source system. You have two options :

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  1. Once you have selected the ‘secure’ option from the connection details page the security management step will be displayed.
  2. You will need to search for which users or groups have access to the source. Click the search link and select the user or group required.

  3. Select the appropriate access level.
    Note: at least one user must have DELETE access – else the source will be locked to all users for update purposes.

    Read

    Allows users to see Views based on the Data Source in the Data Sources & Views page.

    Edit & Update

    Allows the user to Create, Edit, or Copy a Freehand SQL Report based on the Data Source.
    Allows the user to Create, Edit, or Copy a View based on the Data Source.

    Delete

    Allows the user to Delete the Data Source Connection.

    Note: the above settings are overrided if a user has the Data Source Admin role permission enabled.

  4. Click the add button to add them to the access list. You can add as many users or groups as users to the list as appropriate.